Senior Financial Planning Analyst jobs in United States
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Soni · 17 hours ago

Senior Financial Planning Analyst

Soni is partnered with a leading Not-For-Profit organization, seeking a Senior Financial Reporting & Planning Analyst to support financial reporting, budgeting, and analysis efforts during a critical planning period. This role will work closely with senior finance leadership and serve as a key partner in preparing departmental budgets, financial reports, and grant-related analysis.

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Growth Opportunities

Responsibilities

Prepare and analyze monthly and departmental financial reports
Support budget development, forecasting, and variance analysis
Assist with month-end close, including journal entries and reconciliations
Research financial transactions to ensure accuracy and GAAP compliance
Support grant fund tracking, distribution, and financial reporting
Develop financial models to analyze increases, decreases, and trends
Partner with non-finance stakeholders across multiple departments
Assist in preparing financial information for senior leadership review
Support special projects and ad hoc financial analysis as needed

Qualification

Financial reportingGAAP knowledgeAdvanced ExcelFinancial modelingNonprofit accountingAnalytical skillsManage multiple prioritiesMonth-end close processesGrant accounting exposureSage ERP experienceForm 990Organizational skillsCommunication skillsWork independently

Required

Bachelor's degree in Accounting, Finance, or a related field
Minimum of 4 years of experience in financial reporting, accounting, or FP&A
Strong knowledge of GAAP
Advanced Excel skills (financial modeling, reporting, analysis)
Experience with month-end close processes
Strong analytical, organizational, and communication skills
Ability to work independently and manage multiple priorities

Preferred

Nonprofit accounting/finance experience
Grant or fund accounting exposure
Experience with Sage or similar ERP systems
Familiarity with Form 990 and nonprofit financial reporting

Company

Soni

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Soni is a premier staffing & recruitment company that is disrupting the human capital management space.

Funding

Current Stage
Growth Stage

Leadership Team

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Sid Soni
Founder and CEO
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Company data provided by crunchbase